Senior Member Advisor

About the Role

The Senior Member Advisor will act as the primary point of contact for members, efficiently addressing loan and share inquiries. This role demonstrates the REV brand by building strong member relationships and providing competent, courteous, and concerned service.

Responsibilities

• Interviews and assists members with applications for memberships, shares, loans, and junior real estate.
• Calculates terms, finance charges, insurance rates, etc., on loans for proper disclosure on promissory notes.
• Gathers all required information to gain loan approval within limits of loan authority.
• Disburses loans promptly and accurately.
• Closes loan applications in accordance with Credit Union policies and procedures.
• Prepares miscellaneous documents and reports and maintains related records.
• Ensures services are provided in accordance with established Credit Union policies and are legally compliant.
• Ensures interviews and service requests are properly documented.
• Identifies cross-sell opportunities and cross-sells services to members.
• Assumes responsibility for related duties as required or assigned.

Qualifications

• High School diploma.
• 1-3 years of relevant experience.

Skills

• Performance-driven sales and service delivery.
• Process improvement skills.
• Ability to communicate effectively and courteously.
• Self-motivated and goal-oriented.
• Ability to use diplomacy.
• Excellent telephone etiquette.
• Excellent organizational and time management skills.